Back to jobs
New

Salesforce Solutions Architect

Sterling, VA

About us

Itero Group is a Women-Owned Small Business focused on simplifying complex transformations. We empower clients in the private and government sectors to become more optimized, digitally enabled, and data-driven organizations through our comprehensive business consulting and innovative delivery solutions.

Itero Group's dedicated team members are experienced thought leaders, tenacious workers, and creative thinkers. We hire people who are passionate about being catalysts for change - in our company, for our clients, throughout our career- and we empower people to express their ideas, create better practices, innovate better products, and become better professionals.

We have been named a Great Place to Work for six years, and offer a competitive salary and benefits package. 

 

Salesforce Solutions Consultant – Financial Services

Location: Sterling, VA (Hybrid – 2-3 days onsite)
Duration: Direct Hire / Full-Time

Position Overview

Itero Group is seeking an experienced Salesforce Solutions Consultant with a strong background in Financial Services to join our team supporting enterprise clients. This role is ideal for a consultative professional who can partner with executive stakeholders, business leaders, and technical teams to drive CRM strategy and digital transformation initiatives leveraging the Salesforce platform.

The ideal candidate brings a blend of functional consulting expertise, Salesforce solution design experience, and industry knowledge across banking, wealth management, insurance, lending, or capital markets. This individual will play a key role in translating business objectives into scalable Salesforce solutions while serving as a trusted advisor throughout the engagement lifecycle.

Responsibilities

Client Consulting & Advisory

  • Serve as a trusted advisor to financial services clients throughout the project lifecycle.
  • Lead discovery sessions, requirements workshops, and stakeholder interviews.
  • Analyze current-state business processes and recommend Salesforce-based solutions.
  • Translate business objectives into functional and technical requirements.
  • Present recommendations and solution strategies to executive leadership and business stakeholders.

Solution Design

  • Design scalable Salesforce solutions utilizing platform best practices.
  • Develop user stories, process flows, functional specifications, and solution documentation.
  • Recommend and design solutions utilizing:
    • Sales Cloud
    • Service Cloud
    • Data Cloud (preferred)
    • CRM Analytics (preferred)
  • Partner closely with Salesforce Architects and Developers throughout implementation efforts.

Financial Services Expertise

  • Apply industry knowledge to support business processes including:
    • Client onboarding
    • Know Your Customer (KYC)
    • Anti-Money Laundering (AML)
    • Commercial Banking
    • Wealth Management
    • Lending and Capital Markets

Project Delivery

  • Support Agile software delivery practices.
  • Participate in sprint planning, backlog refinement, solution reviews, and demonstrations.
  • Facilitate User Acceptance Testing (UAT).
  • Provide post-production optimization and continuous improvement recommendations.

Required Qualifications

  • 5+ years of Salesforce consulting experience.
  • 3+ years supporting Financial Services organizations.
  • Experience leading client-facing workshops and executive presentations.
  • Experience delivering enterprise Salesforce implementations.
  • Strong understanding of CRM strategy and customer journey design.
  • Experience working within highly regulated environments preferred.

Technical Skills

Required

  • Salesforce Sales Cloud
  • Salesforce Service Cloud
  • Salesforce Flow Automation
  • Lightning Experience
  • Reports & Dashboards
  • Security Model
  • Profiles
  • Permission Sets

Preferred

  • Salesforce Data Cloud
  • CRM Analytics
  • Experience Cloud
  • OmniStudio
  • Marketing Cloud
  • MuleSoft
  • Salesforce AI / Agentforce

Required Skills

  • Strong client-facing consulting experience
  • Executive-level communication and presentation skills
  • Business requirements gathering
  • Business process mapping
  • Salesforce solution design
  • Functional documentation
  • Agile methodologies
  • Stakeholder management
  • Change management
  • Workshop facilitation
  • Analytical problem-solving skills

Preferred Certifications

One or more of the following certifications is strongly preferred:

  • Salesforce Certified Administrator
  • Salesforce Business Analyst
  • Salesforce Advanced Administrator
  • Salesforce Sales Cloud Consultant
  • Salesforce Service Cloud Consultant
  • Salesforce Financial Services Cloud Accredited Professional
  • Salesforce AI Associate
  • Salesforce Platform App Builder

Education

Bachelor's degree in one of the following preferred:

  • Information Systems
  • Business
  • Finance
  • Computer Science
  • Related discipline

 

What Success Looks Like

The successful candidate will demonstrate the ability to:

  • Build trusted relationships with executive stakeholders.
  • Lead digital transformation initiatives for Financial Services clients.
  • Design scalable Salesforce solutions aligned to business objectives.
  • Improve operational efficiency and customer experience.
  • Bridge business and technical teams throughout the implementation lifecycle.

 

If you are looking for a role where you will lead with integrity, create and innovate, inspire excellence, be a respected member of the team, drive results, and have fun, we look forward to connecting with you!

Benefits at Itero Group
At Itero Group, we’re proud to offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance:

  • Health & Wellness: Medical (BC-BS), dental, and vision plans to suit your needs. 
  • Paid Time Off: Generous PTO, paid holidays, and increasing PTO based on years of service.
  • Retirement Savings: 401(k) plan with company match and auto-enrollment.
  • Company-Paid Coverage: Short-term and long-term disability, life insurance, and AD&D insurance.
  • Additional Options: Voluntary benefits including pet insurance and student loan assistance up to $1,000 annually.
  • Perks: FSAs, HSAs, wellness programs, and more to enhance your work-life balance.

Join us and enjoy a benefits package designed with you in mind!

Itero Group is an equal opportunity employer and does not discriminate against any employee or applicant because of race, age, sex, color, physical or mental disability, religion, sexual orientation, marital status, national origin, veteran status or political affiliation.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...
Select...
Select...

U.S. Standard Demographic Questions

We invite applicants to share their demographic background. If you choose to complete this survey, your responses may be used to identify areas of improvement in our hiring process.
Select...
Select...
Select...
Select...
Select...
Select...

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Itero Group’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.